Latest Institutional Purchases of Ishares Russell Mid Cap Growth (IWP)
This list provides information on the latest institutional transactions involving Ishares Russell Mid Cap Growth (IWP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
373+ 1.1% |
$42.9K - $52.1K
|
34.3K
$4.72M
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
368+ 2.37% |
$42.3K - $51.4K
|
15.9K
$2.19M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
367+ 3.8% |
$42.2K - $51.2K
|
10K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
342New |
$39.3K - $47.7K
|
342
$47.1K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
325+ 7.39% |
$37.3K - $45.4K
|
4.73K
$651K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
322+ 4.66% |
$37K - $45K
|
7.24K
$996K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
316+ 1.05% |
$36.3K - $44.1K
|
30.5K
$4.2M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
311New |
$35.7K - $43.4K
|
311
$42.8K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310+ 436.62% |
$35.6K - $43.3K
|
381
$52.5K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
299+ 2.41% |
$34.4K - $41.7K
|
12.7K
$1.75M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
297+ 0.33% |
$34.1K - $41.5K
|
91.3K
$12.6M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
285+ 8.31% |
$32.7K - $39.8K
|
3.72K
$512K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
277+ 3.96% |
$31.8K - $38.7K
|
7.27K
$1M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
265+ 6.8% |
$30.4K - $37K
|
4.16K
$573K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
258+ 6.25% |
$29.6K - $36K
|
4.38K
$603K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
247+ 5.26% |
$28.4K - $34.5K
|
4.94K
$680K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
243New |
$27.9K - $33.9K
|
243
$33.5K
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
240+ 4.24% |
$27.6K - $33.5K
|
5.9K
$812K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
230+ 3.21% |
$26.4K - $32.1K
|
7.41K
$1.02M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
219+ 9.25% |
$25.2K - $30.6K
|
2.59K
$356K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
213+ 1.8% |
$24.5K - $29.7K
|
12.1K
$1.66M
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
203+ 2.72% |
$23.3K - $28.3K
|
7.68K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
202+ 13.48% |
$23.2K - $28.2K
|
1.7K
$234K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
202New |
$23.2K - $28.2K
|
202
$27.8K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200+ 83.33% |
$23K - $27.9K
|
440
$60.6K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
198+ 0.7% |
$22.8K - $27.6K
|
28.4K
$3.91M
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
195+ 9.32% |
$22.4K - $27.2K
|
2.29K
$315K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 10.11% |
$22.4K - $27.2K
|
2.12K
$292K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
195+ 0.84% |
$22.4K - $27.2K
|
23.5K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
190+ 5.39% |
$21.8K - $26.5K
|
3.72K
$512K
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
180+ 2.46% |
$20.7K - $25.1K
|
7.5K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
180+ 5.85% |
$20.7K - $25.1K
|
3.26K
$449K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
175+ 4.53% |
$20.1K - $24.4K
|
4.04K
$556K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
168+ 2.24% |
$19.3K - $23.5K
|
7.68K
$1.06M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
153+ 1.54% |
$17.6K - $21.4K
|
10.1K
$1.39M
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
151+ 3.06% |
$17.3K - $21.1K
|
5.09K
$701K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
147+ 18.75% |
$16.9K - $20.5K
|
931
$128K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
143+ 1.47% |
$16.4K - $20K
|
9.89K
$1.36M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$16.4K - $20K
|
143
$19.7K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
139+ 1.8% |
$16K - $19.4K
|
7.85K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136+ 0.26% |
$15.6K - $19K
|
52.1K
$7.18M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
135+ 7.16% |
$15.5K - $18.8K
|
2.02K
$278K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
133+ 8.8% |
$15.3K - $18.6K
|
1.65K
$227K
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
107+ 1.55% |
$12.3K - $14.9K
|
6.99K
$963K
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
100New |
$11.5K - $14K
|
100
$13.8K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
100New |
$11.5K - $14K
|
100
$13.8K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
99+ 1.37% |
$11.4K - $13.8K
|
7.35K
$1.01M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
99New |
$11.4K - $13.8K
|
99
$13.6K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
97+ 25.33% |
$11.1K - $13.5K
|
480
$66.1K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96+ 4.63% |
$11K - $13.4K
|
2.17K
$299K
|